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Dec 3, 2012
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joining us now is jeff sonnenfeld. jeff, it's great to have you here this morning. >> thanks, becky. good to be with you. >> nobody knows corporate management better than you do. why don't we take a look back. tell us first of all what you think maybe the one or two best shake-ups were just in terms of where management success is headed in a company. >> some of the changes that were kind of interesting, is companies like yahoo! ibm and hp. to all be headed by truly brilliant experienced women who have earned their stripes. we can talk about how each is doing on the job, but it is quite a break through year to have these technology titans let by such accomplished leaders. but i would say the moves at apple, as tim cook has found his oats and a critical top lieutenant under jobs was a bold move and widely celebrated, but not initially understood. jenny romini at ibm, it is an incredible story. they've had, you know, a little bit of market disappointments most recently. but it's been a tremendous story. they know what the
joining us now is jeff sonnenfeld. jeff, it's great to have you here this morning. >> thanks, becky. good to be with you. >> nobody knows corporate management better than you do. why don't we take a look back. tell us first of all what you think maybe the one or two best shake-ups were just in terms of where management success is headed in a company. >> some of the changes that were kind of interesting, is companies like yahoo! ibm and hp. to all be headed by truly brilliant...
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Dec 5, 2012
12/12
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jeff solomon is the ceo of cowan and company. but before we get to all that, joe has your morning headlines. >>> president obama's going to speak to the business round table today about the ongoing fiscal cliff talks. boeing ceo jim mcnearney says members want a balanced solution in debt issues, including meaningful and comprehensive tax and entitlement reforms. well, you're not going to get that. anyway -- sorry, jim. we're going to be watching facebook stock today. the company will join the nasdaq -- got to watch it. i'm trying to rise. trying. the nasdaq 100 -- >> sinking, sinking -- >> like a snake. replaces tech firm emphasis, which is moving the listing to the big board. and let's get a check on the markets which are indicated higher today up about 50 points. overseas, let's check out asia and europe. there's a -- .4%. >> had a big move. >> yeah. big move on the hang seng and green arrows everywhere. let's check out europe quickly. also fractional gains there, up about a third of a point each. >>> steny hoyer is striking a
jeff solomon is the ceo of cowan and company. but before we get to all that, joe has your morning headlines. >>> president obama's going to speak to the business round table today about the ongoing fiscal cliff talks. boeing ceo jim mcnearney says members want a balanced solution in debt issues, including meaningful and comprehensive tax and entitlement reforms. well, you're not going to get that. anyway -- sorry, jim. we're going to be watching facebook stock today. the company will...
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Dec 19, 2012
12/12
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just a darned shame they can't do what they have to do now before they precipitate -- jeff immeld say it has gotten soft because of the uncertainty surrounding the cliff. >> you want to talk about bubble s? >> you mentioned the tech bubble in your previous comment. i was looking at numbers i find interesting. in 2000, cisco was selling at 100 times earning, had nobody recommending it and had no yield income and dividend dents at 6 1/2%. this morning, cisco less than 10 times earnings yields 3% and 10 year governments are 1.8% down from 6 1/2. 3% substantially over 10 year government bond rates. the government isn't an equity market, in my opinion a 10 year yield equity market. >> do you like cisco? >> we don't own it. we own qualcomm, we own sprint, googl google. >> you don't own apple? >> we did own apple. we did very well in it. we had a position through options but much smaller than it was. there are questions, issues. i'm not keen on their financial management, in terms of sitting on all that cash, earning zero. i think we should be more creative and innovative. a great company an
just a darned shame they can't do what they have to do now before they precipitate -- jeff immeld say it has gotten soft because of the uncertainty surrounding the cliff. >> you want to talk about bubble s? >> you mentioned the tech bubble in your previous comment. i was looking at numbers i find interesting. in 2000, cisco was selling at 100 times earning, had nobody recommending it and had no yield income and dividend dents at 6 1/2%. this morning, cisco less than 10 times...
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Dec 17, 2012
12/12
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ahead, david tepper is going to be with us and a cnbc exclusive interview with richmond fed president jeff lacquer at 10:30 even on "squawk on the street." right now, take another quick look at the futures. you're going to see the dow futures up by about 54 points above fair value. s&p futures just over 7. >>> welcome back to "squawk box." let's get back to our special guest david tepper. founder, president and cio of $16 billion hedge und appaloosa management. when we last left you before the commercial we were all trying to get a read on where you were going with this in terms of the equity market. i think you were suggesting that it's weakly priced. you can tell me. >> you think? >> that's what i thought. >> you are a keen analyst. >> you were waffling. >> i was waffling? >> you were giving signals. >> i was giving signals? >> the bond market was too high. >> listen at 12 times next years with these interest rates, with these fed, yeah, of course it's cheap. but you still do have the stuff that's going on in washington that's holding back everybody and everything. the question is how mu
ahead, david tepper is going to be with us and a cnbc exclusive interview with richmond fed president jeff lacquer at 10:30 even on "squawk on the street." right now, take another quick look at the futures. you're going to see the dow futures up by about 54 points above fair value. s&p futures just over 7. >>> welcome back to "squawk box." let's get back to our special guest david tepper. founder, president and cio of $16 billion hedge und appaloosa management....
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Dec 10, 2012
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jeff killberg of killer capital. you know, you spelled capital wrong in your name. i guess that was inadvertent. how should traders position themselves? i hear some of the people that are a little mover reactionary, they say capital gains rates could go up so much between now and the end of the year, many stocks could make advances because people will be selling. >> joe, although i'm very distraught at mantea's loss to the height man, i see seller's remorse. a lot of people are worried about that and rightfully so. but additional measures as well as we see some type of resolution out of washington, you could see a nice pick up here in the s&p and that could catch some shorts on the run. >> i wonder about that. with boehner was at any time we could hear that maybe a deal is close or a deal gets made. but, i mean, capital gains no matter what are going up, aren't they? >> that's inevitable, right. and you're seeing one things in the bits here behind me, which will be very loud here this afternoon, the treasury pit is an overcrowded trader now. that was opposite of the
jeff killberg of killer capital. you know, you spelled capital wrong in your name. i guess that was inadvertent. how should traders position themselves? i hear some of the people that are a little mover reactionary, they say capital gains rates could go up so much between now and the end of the year, many stocks could make advances because people will be selling. >> joe, although i'm very distraught at mantea's loss to the height man, i see seller's remorse. a lot of people are worried...
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Dec 18, 2012
12/12
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you had ge's jeff immelt come out yesterday indicating yet again so much as investment is being put on the side while people are waiting for clarity and investors that have been running away from the stock market for the last few weeks could come back again if they think there's some kind of deal. if you look at the figures yesterday, you had about $240 billion going into bond funds so far this year. you've had 127 coming out of equity funds and that's partly because of the concern about where we're going with the economy, but also fiscal cliff. so there is real potential for pent up demand going into the market if people begin to trust that actually a framework has been put in place and a bit of political sanity has suddenly broken out. >> that could be a big christmas present. >> we were all obsessed with this, cliff, cliff, cliff, cliff, cliff, and then newtown hits, as well. and it's like, what are we talking about? we're talking about two points of some -- it's like wage -- you know, there's things that are much less important at that point. and, you know, it's like just do it, wo
you had ge's jeff immelt come out yesterday indicating yet again so much as investment is being put on the side while people are waiting for clarity and investors that have been running away from the stock market for the last few weeks could come back again if they think there's some kind of deal. if you look at the figures yesterday, you had about $240 billion going into bond funds so far this year. you've had 127 coming out of equity funds and that's partly because of the concern about where...
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Dec 20, 2012
12/12
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jeff speaker is known as probably the most innovative ceo in the exchange industry right now. i think duncan, you know, i think that the deutsche bourse deal, i think he wants to leave the nyse a better, bigger place with a -- it's his legacy. but i don't think he will be, if the deal comes, he'll be the ceo. >> okay. richard we're going to leave it there. we thank you. and we will await this news, and hope it comes soon. still to come, we've got steve forbes, the editor in chief and chairman of forbes media. he's going to give us his views on the fiscal cliff. he's in "squawk's" green room prepping for his appearance as we speak. and then, looking for a last-minute present? i know i am. how about one of these mcclarens? they start at about $225,000. i don't know if my credit card can handle that. the company's managing director joins us with a very big unveil. "squawk" is back in two minutes. tdd#: 1-800-345-2550 let's talk about low-cost investing. tdd#: 1-800-345-2550 at schwab, we're committed to offering you tdd#: 1-800-345-2550 low-cost investment options-- tdd#: 1-800-3
jeff speaker is known as probably the most innovative ceo in the exchange industry right now. i think duncan, you know, i think that the deutsche bourse deal, i think he wants to leave the nyse a better, bigger place with a -- it's his legacy. but i don't think he will be, if the deal comes, he'll be the ceo. >> okay. richard we're going to leave it there. we thank you. and we will await this news, and hope it comes soon. still to come, we've got steve forbes, the editor in chief and...
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Dec 26, 2012
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. >> jeff said he wasn't worried about cord cutters, worried about never cords, i don't know the phrase, the idea there's a whole generation that never had the cord to begin with. >> yeah. those are college kids, maybe economic reasons can't find a job, can't afford cable. i couldn't afford cable in college. some economic reasons for that. >> you think it's economic, you don't think it's cultural, the way an entire generation will grow up? >> i don't. cable, still 5 1/2 hours a day of tv. on the margin, you may have some folks that try to string it together to try not to subscribe to cable and there's not enough out there and sports is the hammer that keeps you going. >> thanks. >>> the holiday season traditionally busy one at the box office. this year's winner s and losers next. . you know how to mix business... with business. and you...rent from national. because only national lets you choose any car in the aisle. and go. you can even take a full-size or above. and still pay the mid-size price. i could get used to this. [ male announcer ] yes, you could business pro. yes, you could. g
. >> jeff said he wasn't worried about cord cutters, worried about never cords, i don't know the phrase, the idea there's a whole generation that never had the cord to begin with. >> yeah. those are college kids, maybe economic reasons can't find a job, can't afford cable. i couldn't afford cable in college. some economic reasons for that. >> you think it's economic, you don't think it's cultural, the way an entire generation will grow up? >> i don't. cable, still 5 1/2...